中国网络通信：CIOE考察核心要点-Scale - Up OCS CPC 32T 64T 128T 路线图、更高附加值、买入评级（InnoLChina_Networking_Key_Takeaways_from_CIOE_Tour_Scale-UpOCSCPC_32T64T128T_Roadmap_Higher_Attach_Rate_Buy_InnolightEoptolink-China_Networking

V i e w p o i n t | 14 Sep 2025 19:15:46 ET │ 12 pages China Networking Key Takeaways from CIOE Tour: Scale-Up/OCS/CPC, 3.2T/6.4T/12.8T Roadmap, Higher Attach Rate? Buy Innolight/Eoptolink CITI'S TAKE We visited several networking-related/transceiver companies like Innolight, YJ Semi, HG Tech, etc. Key topics: 1) Industry discussion over OCS, scale-up market opportunity (LPO/CPO for scale-up) around transceiver names; its mass adoption could take place faster than those of CPO for scale-out, – we think Inno ...